Category: News

Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Annuities & Income Planning

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Chris Patterson discusses the role of annuities in retirement income strategies Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning – Business Innovators Radio Network Annuities play a crucial role in income planning for retirees by offering several key benefits. Firstly, they […]

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Rexford Cattanach, President of Keats Group, Interviewed On the Influential Entrepreneur Podcast Discussing Business Succession Planning

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Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans […]

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David Smart, CEO of Smart Benefit Group, Interviewed on The Influential Entrepreneur Podcast Discussing Ensuring a Lifetime Income

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David Smart discusses the importance of ensuring a lifetime income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income/ David Smart, CEO of Smart Benefit Group, discusses the importance of ensuring a lifetime income for retirement. David explains that lifetime income, like a Social Security check, provides a reliable source of funds that […]

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Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing NextGen Estate Planning Software

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Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft […]

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Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Risk

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Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes and secure their financial future. […]

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Paul Castner, President of C & K Healthcare Advisors, Interviewed on The Influential Entrepreneurs Podcast Discussing Retirement Planning

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Paul Castner discusses maximizing your retirement savings Listen to the interview on the Business Innovators Radio Network: Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning – Business Innovators Radio Network Starting retirement planning early in life is crucial to maximize growth potential and ensure financial stability in retirement. As […]

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